Schwab 5-10 Year Corporate B otr shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Schwab 5-10 Year Corporate B otr
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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $468k | 20k | 23.08 |
| 2025-06-30 | $461k | 20k | 22.76 |
| 2025-03-31 | $455k | 20k | 22.46 |
| 2024-12-31 | $447k | 20k | 22.07 |
| 2024-09-30 | $468k | 10k | 46.16 |
| 2024-06-30 | $447k | 10k | 44.10 |
| 2024-03-31 | $453k | 10k | 44.49 |
| 2023-12-31 | $457k | 10k | 44.94 |
| 2023-09-30 | $427k | 10k | 42.20 |
| 2023-06-30 | $446k | 10k | 44.05 |
| 2023-03-31 | $205k | 4.6k | 44.65 |
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